Services

Sound Financial Strategies Inc.* is an independent, multi-faceted financial planning firm. As a member of ADVOCIS (The Financial Advisors Association of Canada), the IAFP (Institute of Advanced Financial Planners), and the The Institute for Advanced Financial Education (The Institute) we offer complete solutions to all your investment, insurance, living benefits, tax, retirement, wealth and estate planning needs; either on a personal or on a corporate level.

Each person and business has unique financial circumstances and goals. For this reason Sound Financial Strategies provides individualized plans and solutions. Our recommendations are supported by sophisticated research and are easy to understand and implement.

Our Expertise

budgeting and cash flow, “where is my money going?”

net worth calculations, “what am I/we really worth today?”

historical and projected tax positions, “how can I reduce the income taxes I pay?”

asset allocation, “how do I invest my hard earned money properly?”

wealth accumulation, “what happens if I live to long?”

education planning, “will my kids/grandkids be able to go to school and get ahead?”

risk management, “what happens if I die too soon, become disabled or critically ill along the way?”

special needs for people with disabilities, “what financial and tax tools are available for me or my loved ones to make life easier?”

estate planning, “how do I ensure that my loved ones will receive what I intend for them to receive at my death?”

Whether you are a Business Owner, an Employee or a Self-Employed Professional, Sound Financial Strategies provides comprehensive financial planning solutions.

On a regular basis, we monitor your investment portfolios, review tax strategies and assess data in order to analyze what would work best for you, our client. We focus on increasing the value and performance of your financial plan, while reducing risks, expenses and redundancy.

On Wednesday August 12th, 2015, Mr. David Yurich was contacted to provide thoughts, insights, and opinions on the Ontario Retirement Pension Plan. Listen to David and Mr. Jason Turnbull of CBC Up North. Attached is the link to the interview: Click Here: CBC Up North: ORPP Interview Read more

Testimonials

What sets my relationship with Sound Financial Strategies apart from that I had with other financial advisors, is the fact that their approach is an honest approach that focuses on building trust, rather than simply looking at products or solutions. …read more

Marc Sabourin

We have had Debbie as our financial advisor for over 10 years. Her professionalism and attention to details speaks volumes for both my wife Carolyn and myself. Debbie is very knowledgeable in her field and keeps us up to date on the latest developm…read more

Brian and Carolyn Ludgate

Dave has taken a personal interest in the overall financial planning and investment management for our family’s needs. He and his team took the time to fully understand our current needs and long term desires in order to establish an effective fi…read more

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.